Arista Networks (NYSE:ANET) Stock Price Target Lowered at Barclays

04 Nov 2026, 17:18 by Mitch Edgeman · The Markets Daily

Arista Networks (NYSE:ANET – Get Free Report) had its target price reduced by analysts at Barclays from $289.00 to $236.00 in a report issued on Wednesday, Benzinga reports. The firm currently has an “overweight” rating on the technology company’s stock. Barclays‘s price objective indicates a potential upside of 32.70% from the company’s previous close.

A number of other equities analysts have also recently issued reports on the stock. Zacks Research cut shares of Arista Networks from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 5th. Truist Financial lifted their target price on Arista Networks from $234.00 to $240.00 and gave the company a “buy” rating in a research note on Wednesday. Sanford C. Bernstein began coverage on shares of Arista Networks in a report on Wednesday, September 30th. They issued an “outperform” rating and a $250.00 price target for the company. UBS Group reiterated a “buy” rating and set a $291.00 price objective on shares of Arista Networks in a report on Wednesday. Finally, Jefferies Financial Group set a $250.00 target price on shares of Arista Networks in a report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $236.90.

Check Out Our Latest Stock Report on Arista Networks

Arista Networks Stock Performance

Shares of NYSE ANET traded up $7.93 during midday trading on Wednesday, hitting $177.84. 11,217,653 shares of the company traded hands, compared to its average volume of 7,825,812. Arista Networks has a 12-month low of $114.52 and a 12-month high of $217.41. The firm has a market cap of $224.30 billion, a P/E ratio of 56.41, a P/E/G ratio of 1.91 and a beta of 1.61. The stock has a 50-day moving average price of $194.30 and a 200 day moving average price of $165.10.

Arista Networks (NYSE:ANET – Get Free Report) last released its quarterly earnings results on Tuesday, November 3rd. The technology company reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.12. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%. The company had revenue of $3.66 billion for the quarter, compared to analyst estimates of $3.33 billion. During the same period in the previous year, the company posted $0.75 earnings per share. The firm’s revenue was up 58.5% on a year-over-year basis. As a group, equities analysts expect that Arista Networks will post 3.79 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Jayshree Ullal sold 130,553 shares of the stock in a transaction on Friday, October 9th. The shares were sold at an average price of $217.10, for a total value of $28,343,056.30. Following the sale, the chief executive officer owned 4,774,691 shares in the company, valued at $1,036,585,416.10. This represents a 2.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Chantelle Breithaupt sold 1,224 shares of the firm’s stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $215.00, for a total transaction of $263,160.00. Following the transaction, the chief financial officer directly owned 68,697 shares of the company’s stock, valued at approximately $14,769,855. This trade represents a 1.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 2,487,846 shares of company stock worth $503,417,253. Company insiders own 2.70% of the company’s stock.

Institutional Trading of Arista Networks

Several hedge funds and other institutional investors have recently bought and sold shares of ANET. Mizuho Securities Co. Ltd. acquired a new position in Arista Networks during the third quarter worth $61,000. Bryn Mawr Trust Advisors LLC acquired a new stake in shares of Arista Networks in the 3rd quarter valued at $202,000. Almanack Investment Partners LLC. grew its holdings in shares of Arista Networks by 12.4% in the 3rd quarter. Almanack Investment Partners LLC. now owns 1,862 shares of the technology company’s stock worth $379,000 after purchasing an additional 205 shares during the last quarter. IronBridge Private Wealth LLC bought a new stake in shares of Arista Networks in the 3rd quarter worth about $205,000. Finally, M Holdings Securities Inc. acquired a new stake in shares of Arista Networks during the 3rd quarter worth about $2,918,000. 82.47% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Arista Networks

Here are the key news stories impacting Arista Networks this week:

Positive Sentiment: Q3 revenue rose 58.5% year over year to $3.66 billion, above the $3.33 billion consensus, while EPS of $1.20 topped estimates of $1.08. Management also pointed to strong Q4 growth expectations. Article: Arista Networks’ Earnings, Revenue Outlook Handily Top Estimates
Positive Sentiment: Arista is targeting approximately $18.5 billion in 2027 revenue, including about $7 billion from AI fabrics—roughly double the expected AI business. The target reportedly exceeds current consensus and reinforces the company’s opportunity in AI data-center networking. Article: Arista Networks Q3 Earnings Call Maps Out 2027 AI Expansion
Positive Sentiment: Truist raised its price target to $240 and reaffirmed a Buy rating; Rosenblatt maintained Buy with a $280 target. These calls add to the favorable analyst outlook after the results. Article: Truist price-target update
Neutral Sentiment: Investors are assessing whether supplier capacity and deferred-revenue trends can support the company’s ambitious AI expansion plans. These execution signals may shape confidence in the 2027 outlook. Article: Arista Networks Q3 Earnings Call Maps Out 2027 AI Expansion
Negative Sentiment: Gross margin slipped as product sales accounted for a greater share of revenue, and some coverage highlighted slower growth outside the AI opportunity. That mix could temper the impact of strong AI demand if margins or non-AI business growth weaken. Article: Arista Revenue Up 58% as Q4 Outlook Slows

About Arista Networks

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Arista Networks, Inc develops and sells cloud networking solutions for data centers, cloud service providers, enterprises and specialized computing environments. The company’s products are designed to support high-performance, scalable and automated networks used for cloud computing, artificial intelligence, data analytics and other demanding applications.